Morgan Stanley raises Cloudflare price target after 1,700% AI agent request surge revealed at Investor Day
By
Mwangi Enos
Summary
Cloudflare's 2026 Investor Day revealed a massive 1,700% surge in AI agent requests on its network between June 2025 and May 2026, signaling a genuine platform shift rather than incremental change. Morgan Stanley responded by sharply raising Cloudflare's stock price target, indicating institutional confidence in the company's AI-driven growth trajectory. Bot traffic has already surpassed human traffic on the internet, and management believes this trend will continue accelerating.
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bskyMorgan Stanley raises Cloudflare price target after 1,700% AI agent request surge revealed at Investor Daybit.lyKey quotes
· 4 pulledThis phrase gets used loosely in technology investing: 'platform shift.' And most of the time, it's actually an incremental change just dressed up in some dramatic language.
And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different.
AI agent requests on Cloudflare's (NET) network surged 1,700% between June 2025 and May 2026, according to the Cloudflare Investor Day 2026 presentation.
Bot traffic has already surpassed human traffic on the internet.
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